TWM
Torch Wealth Management’s Aflac AFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.22M | Sell |
23,050
-350
| -1% | -$18.5K | 0.67% | 51 |
|
2019
Q3 | $1.22M | Sell |
23,400
-100
| -0.4% | -$5.23K | 0.72% | 50 |
|
2019
Q2 | $1.29M | Sell |
23,500
-100
| -0.4% | -$5.48K | 0.77% | 50 |
|
2019
Q1 | $1.18M | Buy |
+23,600
| New | +$1.18M | 0.73% | 53 |
|
2015
Q2 | – | Sell |
-3,200
| Closed | -$205K | – | 102 |
|
2015
Q1 | $205K | Sell |
3,200
-3,850
| -55% | -$247K | 0.16% | 87 |
|
2014
Q4 | $431K | Buy |
7,050
+200
| +3% | +$12.2K | 0.33% | 65 |
|
2014
Q3 | $399K | Hold |
6,850
| – | – | 0.29% | 73 |
|
2014
Q2 | $426K | Buy |
6,850
+400
| +6% | +$24.9K | 0.29% | 71 |
|
2014
Q1 | $407K | Buy |
6,450
+400
| +7% | +$25.2K | 0.29% | 69 |
|
2013
Q4 | $404K | Buy |
+6,050
| New | +$404K | 0.31% | 71 |
|